iShares S&P 1500 Index Fund shares owned by Charles Schwab Investment Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Charles Schwab Investment Advisory
from 13F filings
Historical chart of Charles Schwab Investment Advisory investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Charles Schwab Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Charles Schwab Investment Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $467k | 4.0k | 115.30 |
2023-12-31 | $418k | 4.0k | 105.23 |
2023-09-30 | $602k | 6.4k | 94.18 |
2023-06-30 | $398k | 4.1k | 97.84 |
2023-03-31 | $438k | 4.8k | 90.55 |
2022-12-31 | $842k | 9.9k | 84.80 |
2022-09-30 | $646k | 8.1k | 79.55 |
2022-03-31 | $470k | 4.7k | 100.95 |
More positions owned by Charles Schwab Investment Advisory
View all positions for Charles Schwab Investment Advisory